Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Weinstein has held various roles including co-owner of The Cortez Inn LLC and managing member of Bull Canyon Ranch. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by providing discretionary asset management, modular financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers sub-advisory relationships with third-party money managers and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Christopher Toward is a financial advisor at Tactical Tax Wealth Management with nine years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at The Vanguard Group and various self-employed ventures. Outside of advising, he is the owner and CEO of Goodpoints, LLC, a volunteer development organization, and also works as a dog sitting contractor. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm employs a mix of long-term and shorter-term investment strategies, integrating financial planning, ERISA plan services, and third-party managers into its process.

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Foundations Investment Advisors and First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm employs proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Patricia Lloyd is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with Ardent Wealth Management and has previously worked at Lifeworks Advisors, LPL Financial, and other firms. Outside of her advisory roles, Patricia serves as president of External Executive Team, LLC, a non-investment business. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and charitable organizations. The firm employs a planning-based and risk-based investment approach using model strategies and various securities, offering services including ERISA retirement plan oversight.

Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.

Jenna Biancavilla is a financial advisor with 16 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds a Series 66 designation and has worked at 17 Capital Partners since 2016. In addition to her advisory role, Biancavilla is a licensed mortgage loan originator and producing branch manager at Geneva Financial and owns Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining charting, fundamental, technical, cyclical, and quantitative analysis with an allocation framework based on Modern Portfolio Theory.

Logan Marcus is a financial advisor at Sun Valley Advisory with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Alpha Omega Wealth, Cadaret Grant & Co., and Appreciation Financial. Outside of advisory work, he co-hosts a financial radio show called Cover Your Assets with Logan and Don. Sun Valley Advisory provides investment management primarily to individuals, high-net-worth clients, trusts, estates, and businesses. The firm follows a largely non-discretionary advisory model, recommending ETFs and individual equities while utilizing third-party model managers through the AssetMark platform.

Mark Lewis is a ChFC® financial advisor at Sunlight Peaks Financial Partners, LLC with five years of industry experience. He previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners offers comprehensive financial planning through a Virtual Family Office and provides non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes buy-and-hold strategic asset allocation with a focus on private equity and alternative investments, using a liability-based framework tailored to clients’ goals.

Jacob Hall is a financial advisor at 3Roots Wealth Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bradley Wealth Management LLC and Mutual of Omaha. 3Roots Wealth Partners provides discretionary investment management and financial planning services to individuals, pension plans, and profit-sharing plans. The firm employs modern portfolio theory combined with fundamental, technical, cyclical, and charting analyses, using strategies such as direct indexing, tax-loss harvesting, and factor tilts.

Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Endeavor Advisors in 2025, he worked at Morgan Stanley and JPMorgan Chase Bank, N.A. among other firms. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed approach and offers client education seminars and estate planning facilitation that are relatively uncommon among similar advisers.

Matthew Kester is a Series 65-licensed financial advisor at Ardent Wealth Management with one year of industry experience. He has held roles at several companies, including Southwest Spark Syndicate, National DCP, and Fisher Industries. Outside of his advisory work, he is involved with Southwest Spark Syndicate, LLC. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based framework alongside a risk-based allocation strategy, utilizing model portfolios, mutual funds, ETFs, individual securities, and alternatives informed by quantitative and fundamental research.

Philip Johnson is a CFP® with 48 years of experience in the financial services industry. He is the president of Johnson Financial Advisors in Tempe, AZ, where he has worked since 1981 following a long tenure at Securities America, Inc. Outside of advisory work, he owns and manages commercial and residential real estate through separate entities. Johnson Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm primarily uses mutual funds, ETFs, and cash equivalents in portfolios and offers ongoing oversight and written financial plans.

Sargon Zia is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Coherent Financial Advisers, LLC since 2016. He holds a Series 63 license and is based in Peoria, AZ. Coherent Financial Advisers provides advisory services to individuals, high-net-worth clients, small business owners, and other investment advisers, offering discretionary and non-discretionary portfolio management, financial planning, and subadviser arrangements. The firm employs multiple analytic techniques and implements strategies including long-term trading and options, tailored to client goals and risk tolerance.

Christopher Carracedo is a CFP® professional with 13 years of industry experience. He is currently with Envision Retirement LLC and has previously worked at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., LPL Financial, and Nestwise LLC. Carracedo also serves as an independent insurance agent and has provided financial counseling to military families. Envision Retirement LLC advises individual clients, including high-net-worth individuals, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach emphasizes strategic asset allocation using diversified portfolios primarily composed of no-load mutual funds and ETFs, managed with consideration of tax efficiency and transaction costs.

Elizabeth Ottersberg is a financial advisor at Process Design Capital Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Process Design Capital Management since 2014. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a range of analytical methods and offers ERISA retirement plan services, including both advisory and full investment management roles.

Michael Druckman is the sole advisor at Envision Capital Management Ltd, an independent firm based in Scottsdale, AZ. He holds over 16 years of industry experience and has been affiliated with Envision Capital Management Ltd. since 1982. Outside of his advisory role, he is a co-founder and passive investor in World Music Stage, a web-based platform aimed at promoting undiscovered musicians. Envision Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension and 401(k) plan consulting, general financial and business consulting, and insurance product sales. The firm also manages a private pooled investment vehicle and utilizes a buy-and-hold investment approach with dividend reinvestment, focusing on fundamental analysis and continual portfolio monitoring.

Alexander Cohen is a financial advisor at 3Roots Wealth Partners LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining 3Roots Wealth Partners in 2025, Cohen worked at Bradley Wealth Management, LLC for five years. 3Roots Wealth Partners offers discretionary investment management and financial planning services for individuals and businesses, including management of held-away retirement accounts using the fintech platform Pontera. The firm employs a multi-faceted investment approach incorporating modern portfolio theory, direct indexing strategies, tax-loss harvesting, quantitative portfolio optimization, and ongoing supervisory rebalancing.

Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Merrill, and Bank of America prior to joining Sikorski Wealth Management in 2025. Sikorski Wealth Management provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, cyclical, and macroeconomic analysis to construct diversified portfolios and employs margin borrowing and options/derivatives within separately managed accounts.

David Rosenthal is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Wealth Management Solutions since 2003. He previously worked at Choreo, LLC from 2001 to 2003. Rosenthal is also a 50% owner and manager of WMS Fund Management, LLC, which manages a fixed income private placement investment. Wealth Management Solutions is a fee-only registered investment adviser that provides financial planning and investment advice to individuals, families, and select corporate and retirement-plan clients. The firm constructs diversified portfolios primarily using index funds and ETFs, tailoring strategies to client goals and cash-flow needs.